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HomeMy WebLinkAbout09-28-12 PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE NO. 21 12-0832 BUREAU OF INDIVIDWL TAXES PD BOX 286601 pe "-~ ~' AND ACN 12145416 NARRISBURG PA 17128-0601 oevA e_ yy - TAXPAYER RE S P O N S E i_ i~n~ ~, DATE 08-17-2012 Jl~~~ REY-15 ~4a-Il ~~ 7 n1~~.J TYPE OF ACCOUNT 2Q12 SEP 28 PM 3~ OS EST. OF EMMA M TRITT ^ SAVINGS SSN 204-03-9961 ^ CHECKING vLkt., DATE OF DEATH 07-14-2012 X^ TRUST t'' j COUNTY CUMBERLAND P H A N ' S O R SOUR ^ CERTIF. ~p ~ p ~ ~ ~ /~ y ~ . [lA REMIT PAYMENT AND FORMS T0: /'YY~ (~(~ i,llAY1DCPli w ~A1 SCOTT P HI , . REGISTER OF WILLS PPENSTEEL 8996 TAMEO RD 1 COURTHOUSE SQUARE GLEN ALLEN VA 23060-3628 CARLISLE PA 17013 CITIZENS BANK OF PENNSYLVANIA provided the department with the information below, which was used in calculating the inheritance tax due. Records intlicate that at the death of the above-named decedent, you were a foi nt owner/beneficiary of this account. If you are the Spouse of the deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2. If you believe the information is incorrect, please obtain written correction from the financial tnstttuti on, attach a copy to this form and return it to the above atldress. Please call 717-787-6327 with questions. COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 624 04 1 0 387 Data 08-11-2003 To ensure proper credit to the account, two Established copies of this notice ^ust accowpanv paywant to the Register of Wills. Make check Account Balance ~ 2,500.$7 payable to "Resister of Wills, Agent". Percent Taxable X 100.00 NDTE: If tax paywents are wade within three Amount Subject to Tax ~ 2,500.87 months of the decedent's data of death, Tax Rate X 1 5 deduct a 5 percent discount on the tax due. Aw inheritance tax due will becowe delinquent Potential Tax Due $ 375.13 nine months after the data of death. PART TAXPAYER RESPONSE 1^ A. ^ Tha above inforwation and Lax duo is corset. Rawit paywent So the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or return this notice to the Register of Wills and CHECK an official assasswant will be issued by the PA Oapartwent of Revenue. C 0 NE ~ BLOCK B. ~ The above asset has been or Mill be reported and tax paid with the Pennsylvania inheritance tax return DN L Y filed by the estate representative. C. ^ The above inf orwa ion is incorrect and/or debts and deductions were paid. Cowplete PART ~2 and/or PART ~ below. PART TAX LIRE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Datluetions 6. Amount Taxable 7. Tax Rate 8. Tax Duo PART 1 2 ~ 3 X 4 $ 5 6 T X 8 ~ DEHTS AND DfDUCTIDNS CLAIMED TDTAL CEnter on Line 5 of Taz Computation) f Under penalties of perdu ry, I dada re that the facts I reported above are true, correct Ganrd c omplB,te -to the best of maL~knowledge and belief. HOME C 7~y ) -S~YY ~~/ 3 If indicating a different taz rate, please state relationship to decedent: RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS WORK cloy ) 6~7 Sg92- `~' L3 Z.~~ TELEPHONE NUMBER DATE DATE PAID PAYEE DESCRIPTION AMOUNT PAID